比较Salesforce、HubSpot和Messenger Bot：所有的道路都通向转化

寻找新线索的最佳方法是什么？有哪些方法可以与潜在客户保持联系？您应该为您的业务使用哪些营销工具？这些都是任何企业家或营销人员在努力发展公司时会问自己的问题。

转化是任何营销活动的目标，有许多工具可以帮助您生成线索、寻找新潜在客户或增加客户参与度。

许多企业家选择不同的营销策略，但他们常常不知道哪种策略最适合自己。目前最受欢迎的选择之一是Messenger Bot。在这篇博客文章中，我们将比较Salesforce、HubSpot和Messenger Bot，以便您可以决定哪个平台最符合您的需求！

转化：这到底意味着什么，它将如何帮助您的业务？

转化是任何营销活动的最终目标。

它们也是在希望您的业务增长时最重要的衡量标准，因为其他所有指标都依赖于首先计算这一指标。

本文将重点关注三种不同类型的转化：电子邮件线索、网站流量和来自Messenger Bot、HubSpot和Salesforce的电话。

概述

营销和销售平台一直在不断发展，以跟上互联网时代。这就是为什么今天，销售人员可以直接通过手机或平板电脑完成大部分工作。现在有一些营销工具可以让您节省时间，直接投入业务，而无需对某些程序的使用有深入的了解，以确保一切顺利进行。

HubSpot有什么功能？

HubSpot是一个一体化的营销和销售平台，允许您在任何地方工作。它为任何营销人员或销售人员提供了广泛的功能，以便将其作为他们的主要在线存在。 

如果您希望在管理在线存在时更加轻松，同时仍然能够访问通常需要雇用外部资源或顾问（Salesforce）的工具，那么这个平台看起来非常完美。

HubSpot还内置了分析功能，因此根据网站流量、社交媒体帖子点击、发送的电子邮件等，他们可以跟踪自己在哪些方面取得了成功，在哪些方面可以改进，以增加转化率。

这是任何希望能够跟踪自己进展的企业的一个很好的选择，而无需雇用其他人或不断与外部顾问合作。他们提供您所需的一切，全部来自一个中心位置，这减轻了每个人的工作负担，并允许更多时间用于实际营销您的产品，而不是无休止地尝试不同的事情，结果发现没有什么效果如预期。

Salesforce有什么功能？

Salesforce不断改进其功能，例如线索评分，使用户能够更好地了解他们的最佳线索，通过根据公司规模、行业等各种因素分配点值。这款软件被GE、IBM、摩根大通等顶级财富500强公司使用，以帮助他们在营销工作中取得领先。

Messenger Bot有什么功能？

Messenger Bot已经占据了包括客户服务代理和聊天机器人在内的各种商业领域，这些机器人可以帮助将潜在客户转化为销售线索。Facebook Messenger是最受欢迎的聊天平台之一，这些机器人被Zendesk、Salesforce等公司使用，以便提供更好的客户体验，并从他们的营销工作中获得更多转化。

Messenger Bot允许更快的响应时间、自动电子邮件和回复以及评论，从而改善客户服务。

部署这些机器人的公司正在看到线索转化率的增加，后端成本的降低，因为不必雇用额外的员工或不断与第三方公司合作，工作时间减少，更多时间可用于专注于营销工作，导致整体销售增加。

比较最佳的CRM软件。

CRM是转化的关键因素。CRM软件提供的最重要的一个方面是自动化。您自动化的过程越多，转化率就越高，这最终会转化为您的业务收入。

Salesforce CRM平台

Salesforce CRM是一款强大的客户关系管理软件。它允许您完全控制与客户和潜在客户相关的所有数据，将其组织在各种列表或线索组中，以便进行更高效的营销活动，管理与他们的关系，通过自动化工作流来触发，例如打开电子邮件或在社交媒体上互动。

HubSpot CRM平台

HubSpot CRM是一款营销自动化软件，帮助您与您的线索和客户取得联系。因此，它不仅仅是通过电子邮件或社交媒体帖子与他们分享最新的公司动态和产品新闻。它包括线索捕获表单、为桌面和移动设备设计的着陆页、通过提供有用内容来提高参与率的网络研讨会，以及其他一系列工具。

Messenger Bot CRM平台

Messenger Bot是一个基于AI的聊天机器人，工作于Facebook的消息服务（Facebook），允许您通过Messenger应用程序自动化与潜在客户和客户的对话。

能力

每个平台都提供以不同方式与客户连接的能力。让我们看看每个平台提供这种连接的几种方式。

完全控制和灵活性

一个提供全面控制和灵活性的CRM平台使您更容易管理客户数据并简化营销流程。

HubSpot

HubSpot提供的CRM解决方案允许您将所有联系人集成到一个地方，并且它为您提供选择最适合您公司各部门的集成或工具的灵活性。

Salesforce

Salesforce是另一个选项，具有直观的以销售为中心的界面，并且可以根据您公司的品牌进行自定义。

这是一个完整的平台，许多企业用它来管理整个客户互动过程，从潜在客户开发和线索生成一直到销售管理和营销自动化。

通讯机器人

最后，Messenger Bot是一个优秀的选择，如果您正在寻找一个快速简单的解决方案，而不需要复杂软件解决方案的开销。

Messenger Bot提供了许多您需要与客户互动的功能，例如线索生成工具和自动消息。

您可以将其用于营销或客户服务，具有直观的界面，使一切易于查找。

总之，HubSpot、Salesforce和Messenger Bot都是您业务的优秀解决方案。

然而，只有HubSpot和Salesforce提供全面的控制和灵活性，使您更容易管理客户数据并简化营销流程。

这就是为什么HubSpot已成为希望在CRM流程中获得更多自由的营销人员的首选，而无需放弃他们所需的任何工具。

功能与性能

CRM平台的功能指的是功能的数量以及它们可以自定义的深度。

HubSpot

HubSpot拥有丰富的功能集，包括：

-潜在客户培育 -自动化线索评分和线索优先级排序

-销售智能，包括与Salesforce预测的管道预测自动化

-营销自动化，帮助您自动化数字营销活动

HubSpot对所有级别的营销人员都很简单。HubSpot的套件提供了一个全方位的营销解决方案。

HubSpot是一个强大的平台，集成了您运行数字策略和管理数据所需的所有功能于一体。

Salesforce

作为最受欢迎的CRM平台之一，Salesforce还拥有许多商业集成，包括用于流量洞察的Google Analytics、用于财务数据的Oracle Data Cloud和用于预测分析的IBM Watson。

Salesforce还提供多种不同的商业模块，可用于自定义您的CRM平台：

-营销云

-服务云

-社区云

-AppExchange（市场）

通讯机器人

集成是任何强大营销策略的重要组成部分。Messenger Bot提供了许多功能，具有简单直观的界面，可以轻松自定义以适应您的品牌。

总之，Salesforce提供的功能比HubSpot更多，但HubSpot通常被认为更易于使用。

Messenger Bot是一种新媒介，允许聊天机器人通过消息实时与用户沟通，而不是等待他们访问网站。

Messenger Bots为营销人员和公司提供了一种新的方式，通过消息实时与受众互动，而不是等到他们再次访问网站。

HubSpot是一个全方位的营销套件，包含许多功能——Salesforce提供更多的自定义，但缺乏HubSpot的一些广度。

易用性和采用率

CRM平台应该易于使用。Salesforce和HubSpot都易于使用。但Messenger Bot是三者中最简单的，因为它是一个聊天机器人，可以通过Facebook自动化您的客户服务——无需下载任何应用程序或离开您的收件箱。

A CRM platform should be easily adopted by its users. All three platforms have an intuitive design but Salesforce and HubSpot are the easiest to adopt because they have a large, established customer base and you can try them for free.

The bot is easier than any other platform – with no installations or downloads required! The Messenger Bot intuitively converts your Facebook messages into sales leads in seconds.

All-in-one Platform

An all-in-one platform is a platform that offers multiple different tools for one price. In order to be considered an all-in-one platform, the provider must offer sales, marketing, and support services (at least).

Salesforce is not considered an all-in-one tool because it does not have access to databases like HubSpot or Messenger Bot does. Salesforce is considered a CRM tool, not a marketing or automation platform.

HubSpot and Messenger Bot are both all-in-one platforms because they offer sales and marketing tools as well as support services for one price. HubSpot also offers database access as Salesforce does but it’s at an additional cost.

Messenger bot can be compared to HubSpot and Salesforce because it offers all of the same features but at a cheaper cost.

Salesforce, in general, is not an All-in-One platform so we’ll first compare Messenger Bot to Salesforce. Both platforms offer basic CRM tools for free with optional paid services for more advanced functions such as database access or marketing automation. Salesforce offers a CRM service that is not nearly as advanced and robust when compared to Messenger Bot’s free offering, but it does offer database access at an additional cost which some businesses might find useful.

When comparing HubSpot to Salesforce, we can see that both are All-in-One platforms because they provide sales tools, marketing tools, and support services. HubSpot offers database access as well but it is at an additional cost.

We can see that Messenger Bot also provides all of the same features without any extra costs in comparison to Salesforce or HubSpot because they are both All-in-One platforms with similar offerings for a cheaper price.

规模和定制

Customization is crucial to the success of a business’s marketing efforts. Platforms that allow for customization have the ability to be shaped into what works best for each individual company and its customers.

HubSpot

HubSpot’s CRM platform can be customized according to the unique needs of marketing teams. HubSpot offers a variety of templates, reports, and features that help marketers create campaigns tailored for their business without having to code them from scratch.

Salesforce

The Salesforce Marketing Cloud is an all-in-one platform that combines performance management, lead generation, social media monitoring, and marketing automation. Salesforce’s marketing platform provides flexible analytics and easy-to-use drag-and-drop interfaces in order to build, customize, deploy and measure campaigns with ease.

通讯机器人

Messenger bots are also an all-in-one solution for businesses that want a streamlined approach towards increasing engagement rates on their Facebook business page or on their website. Bots are powered by artificial intelligence that can help schedule posts, respond to customer inquiries and send push notifications with ease.

总结：

Customization is key when it comes down to deciding which platform will work best for your business’s marketing needs, but HubSpot’s CRM platform allows marketers the ability to create campaigns tailored specifically towards them without having to code it from scratch.

HubSpot is much more customizable than many other tools on this list, with a robust library of templates that can be edited as needed; salesforce has flexibility in the customization of templates, but not on the same level as HubSpot. Messenger bots are a new tool that is still in process of being developed and has not seen much success outside of Facebook (the creators) at this time.

Salesforce is an all-in-one platform that helps marketers build, customize and deploy campaigns with ease by providing flexible analytics and easy-to-use drag-and-drop interfaces. Messenger bots are also powered by artificial intelligence which can help businesses schedule posts, respond to customer inquiries or send push notifications – but not without customization.

生态系统

The ecosystem of a CRM platform is what closes the loop.

The ecosystem is the sum of all elements that make up a technology platform, including hardware, software, interfaces, and services to create an environment where users will have access to necessary information at their fingertips. It would be difficult for someone who has never used any CRM before to buy it without understanding how they can use its ecosystem to their advantage.

A CRM system will need a significant amount of information in the form of lead data, contact records and customer touchpoints for it to be effective. For instance, if you’re using Salesforce as your CRM platform then all these pieces are already collected in one place with no work on your end–sending you notifications and updates on all your leads.

On the other hand, if you’re using HubSpot as your CRM platform then there will be some work involved in gathering this data, but it is also collected into one place for easy access–you just need to know where that information can be found.

Lastly, a Messenger bot won’t be able to collect this information on its own, so you would need to create a separate user list and sync them up with the bots for it to be effective.

The ecosystem is what makes CRM platforms different from one another in terms of how they’re used. The more thorough an ecosystem’s features are, the better equipped a business will be.

Support That Scales With You

Customer support is an integral part of any business.

-HubSpot: 24-hour access to customer support through chat, email, and phone call

-Salesforce: Access to live online help for the first 12 months and then limited offline assistance (24 hours a day) in their community forums after that time

-Messenger Bot: The ability to use the bot as a customer service rep for your business

HubSpot and Salesforce Integration

HubSpot has an app marketplace in which you can find solutions for almost anything. Salesforce also has a large selection of apps, with over 250 available.

On the other hand, Messenger Bot doesn’t have an app marketplace.

An app marketplace is a great feature, but it’s not the most important thing in a customer relationship management system.

应用市场

HubSpot and Salesforce integration is key to helping your business scale, and the two companies are finding new ways of making it happen. Salesforce integrates with HubSpot so that you can send leads directly from Salesforce Contacts or Accounts into a HubSpot contact list via API integration. Then, export those contacts back out again when they become qualified opportunities for sales follow-up in HubSpot.

Salesforce is also launching a new Salesforce-powered HubSpot integration called “Bridge,” which enables data to flow from your CRM into the Marketing Automation platform and vice versa – whether it leads in Salesforce or contacts in HubSpot that you are trying to reach back out to on behalf of sales.

分析和报告

Analytics and reporting features are important considerations when choosing a bot platform. The best way to compare platforms is by looking at the number of reports, KPIs, and integrations available for each one.

Salesforce offers six different types of analytics which include eCommerce Analytics, Sales Cloud Insights Reports, Marketing Automation Reporting as well as reporting on Web Activity through Google Analytics integration. HubSpot has five different reporting types including marketing, sales, and product data.

As for Messenger Bot, it offers four analytics reports such as an overview of site-wide conversions with a breakdown by device type as well as conversion rates in the last 30 days.

To summarize, Salesforce has the most analytics and reporting features followed by HubSpot.

Marketing features

Marketing features on all three platforms are robust. For instance, HubSpot includes a marketing dashboard that provides marketers with insight into the performance of their campaigns and allows them to track leads generated from social media efforts. A crucial difference between these two competitors is how they approach inbound vs outbound marketing:

HubSpot uses inbound techniques like SEO and content creation to attract visitors to the site.

Salesforce, on the other hand, positions itself as a company that has mastered outbound marketing and can effectively drive traffic in ways like email blasts or social media campaigns.

Messenger Bot is also quite adept with regard to driving leads; it allows marketers to use conversational triggers such as chatbots for lead generation.

Marketing features on all three platforms are robust. For instance, HubSpot includes a marketing dashboard that provides marketers with insight into the performance of their campaigns and allows them to track leads generated from social media efforts. A crucial difference between these two competitors is how they approach inbound vs outbound marketing:

HubSpot uses inbound techniques like SEO and content creation to attract visitors to the site.

Salesforce, on the other hand, positions itself as a company that has mastered outbound marketing and can effectively drive traffic in ways like email blasts or social media campaigns.

Messenger Bot is also quite adept with regard to driving leads; it allows marketers to use conversational triggers such as chatbots for lead generation.

Sales features

Sales are a key component and a source of revenue for all three companies. Salesforce utilizes features such as lead scoring, marketing automation, social selling to help sales teams manage their leads more effectively. HubSpot offers sales tools that include CRM integration, email campaigns, landing pages, and videos. Messenger bots can be used on Facebook Messenger to help sales teams create more engaging conversations with prospects.

Salesforce is the company that pioneered CRM software for businesses so it’s no surprise they have a few unique selling points when compared to HubSpot and Messenger bots. Salesforce offers lead scoring which assigns a value ranking to each lead, then allows the sales team to prioritize leads based on predicted close rate.

HubSpot has CRM integration which automatically adds new contacts as leads in Salesforce if they are already customers of HubSpot and have been assigned.

Messenger bots can be used for one-to-one conversations with prospects via Facebook Messenger.

Integrations & Extras

Integrations: HubSpot and Messenger Bot are not integrated with Salesforce, while Salesforce is integrated with many platforms.

Extra Features:

-Salesforce has the most integrations of any platform we reviewed. This means that if you need a specific integration for your marketing strategy, it’s likely to be available in Salesforce. The downside of this is that Salesforce has the highest monthly price of any platform we reviewed.

-HubSpot includes a website builder which can be used to create your own landing pages or homepages. HubSpot also offers live chat, contact forms, and support for multiple social media platforms including Facebook Messenger.

-Messenger Bot connects with many customer service platforms which are popular in helping answer customer questions.

Unfortunately, none of these platforms offer all-inclusive solutions so you’ll need to decide what is best for your business.

Switching to Salesforce to HubSpot

Salesforce is a CRM software that allows teams to collaborate and communicate efficiently. Organizations use the platform for customer relationship management (CRM) and lead tracking, as well as for analytics reporting tools. The system is designed with business users in mind, so it’s generally not accessible through the web browser like other solutions are.

Switching from Salesforce to HubSpot is a fairly quick and easy process. HubSpot is an all-in-one solution for marketing, sales, and customer support teams that offers CRM software as one of its features.

The cost to switch from Salesforce to HubSpot isn’t very expensive, but it does take some time before you’re able to use the platform’s full potential.

价格

Salesforce Pricing

·      基础版：$25/用户/月

·      专业版：$100/用户/月

·      企业版：$174/用户/月

·      无限版：$325/用户/月

HubSpot 定价

·      入门计划 45/月（2个付费用户）

·      专业计划 $360/月（5个付费用户）

·      企业计划 $1,200/月（10个付费用户）

Messenger Bot定价

·      $4.99/前30天

·      $9.99/后续月份

常见问题

HubSpot 是 Salesforce 的竞争对手吗？

HubSpot 和 Salesforce 不是直接竞争对手。HubSpot 是一家营销软件公司，专注于管理和发展各类组织的客户关系。然而，Salesforce 确实提供一些与其核心产品：客户关系管理（CRM）相关的潜在客户管理和营销云工具。

HubSpot 在 CRM 方面与 Salesforce 更为可比，但 HubSpot 不提供像 Salesforce 那样的核心客户管理功能。

Salesforce 和 HubSpot 之间有什么区别？

Salesforce 和 HubSpot 之间的区别在于，HubSpot 将营销、销售、服务和支持整合在一起，以提供统一的客户体验。

Salesforce 专注于企业级 CRM。

Salesforce 的用户可以通过其软件或使用 Hootsuite 或 Constant Contact 等外部工具创建活动，如果他们希望获得比 Salesforce 提供的更多社交媒体集成。

另一方面，HubSpot 不包括 CRM，并且有一个四步流程：从内部流量或社交媒体渠道中找到合格的潜在客户；将潜在客户转换为线索；通过教他们如何使用 HubSpot 的工具（如联系表单和潜在客户评分）将这些线索转化为客户。

HubSpot 会超越 Salesforce 吗？

HubSpot，这家营销和销售软件公司，在多个重要领域超越了 Salesforce。这包括新用户获取、客户满意度、每股收益（EPS）、市值增长率等。

Salesforce 仍然是企业云计算服务的主要竞争者，仅其 CRM 产品线的年收入就达 $120 亿。然而，它面临来自其他企业软件提供商如 HubSpot、Oracle 和 Microsoft 的竞争。

我如何从 HubSpot 导入到 Salesforce？

使用正确的信息，从 HubSpot 导入到 Salesforce 很简单。

从 HubSpot 导入数据有三种不同的方法。

最简单的方法是使用一个在后台运行的定时过程，按设定的时间间隔导入您的整个账户。这可以通过 Zapier 或 IFTTT 与 HubSpot 的集成来完成。

另一种更手动的过程是从 CSV 文件下载您的信息，然后通过 salesforce.com、通过 Excel 的 SFDC 连接器，或通过 Chrome 浏览器的 SFDC Connector 插件进行一次性导入。

最新的方法是通过 SFDC Connector for Gmail，它提供一个聊天机器人界面，让您可以映射转换事件和字段。一旦映射，它会使用 Google Sheets 作为数据源，持续将数据导入 Salesforce。

Salesforce 和 HubSpot 哪个更大？

在全球企业客户使用方面，HubSpot 和 Salesforce 大小相当。

在公司规模方面，两者都不是明确的市场领导者，但它们都非常成功，并因其创新的产品和服务而快速增长。HubSpot 在过去几年中稳步增长，从 70% 增加到 78%。而 Salesforce 则经历了缓慢的增长下降，最近一年为 83%。

这个行业仍然相对较新，因此我们预计这两家公司将继续增长并带来颠覆。

HubSpot 提供许多产品作为其 SaaS 套件的一部分，包括营销自动化、网站创建、着陆页设计等。Salesforce 也提供多种产品，包括用于客户管理的 CRM 软件、用于 IT 帮助台的服务自动化、以及通过在正确的时间以最佳优惠针对合适的受众来提升销售业绩的营销自动化。

HubSpot 的服务主要面向初创公司，而 Salesforce 更加针对大型企业。

我可以将 HubSpot 与 Salesforce 一起使用吗？

HubSpot 是唯一一个具有 Salesforce 集成的营销自动化平台。可以将 HubSpot 与 Salesforce 一起使用，但这需要额外的集成和配置，以便在它们之间进行数据传输。

这三个平台在为您的业务带来转化方面都很有帮助。Salesforce 最适合更复杂的企业级业务。HubSpot 的平台提供了许多好处，从入站营销和潜在客户管理工具到分析和 SEO 能力。Messenger Bot 的优势在于能够通过客户已经在使用的聊天应用程序向他们发送个性化消息。

在寻找更强大的客户关系时，请考虑这三个平台。